Strategic Investment Operations Lead – Multi-Asset Portfolio

Black Pearl Consult; Abu Dhabi; On-site; AED 167,400 - 223,200; Full time

Job summary

A prestigious family office is seeking a Senior Investment Operations Specialist to enhance its Investment Team in Abu Dhabi. This full-time role involves overseeing daily trade settlements, maintaining records of transactions, and generating performance reports. Candidates should possess a Bachelor's Degree in Finance or Accounting and have 4-5 years of relevant experience. The position offers a dynamic opportunity to work closely with the Chief Investment Officer, ensuring smooth investment operations across a multi-asset portfolio.

Qualifications

• Bachelor's degree in a relevant field, Master's preferred.
• 4-5 years of experience in investment operations or portfolio management.
• Experience in buyside institutions is highly desirable.

Responsibilities

• Oversee daily trade settlements and reconciliation of accounts.
• Generate portfolio performance reports for the investment team.
• Support operational workflow improvements.

Skills

Analytical mindset

Attention to detail

Proficient in Excel

Proficient in PowerPoint

Excellent communication skills

Organizational skills

Education

Bachelor's Degree in Finance, Accounting or Economics

Master's or CFA/CAIA/FRM (in progress)

Tools

Financial platforms

Databases

Investment systems

Job description

A prestigious family office is seeking a Senior Investment Operations Specialist to enhance its Investment Team in Abu Dhabi. This full-time role involves overseeing daily trade settlements, maintaining records of transactions, and generating performance reports. Candidates should possess a Bachelor's Degree in Finance or Accounting and have 4-5 years of relevant experience. The position offers a dynamic opportunity to work closely with the Chief Investment Officer, ensuring smooth investment operations across a multi-asset portfolio.